Accounts and eligibility
Sections ↑Okasan Online now centres on Tokyo Financial Exchange products: Click 365 FX and Click Kabu 365 CFDs. Its Japanese securities business moved to SBI Securities on 13 October 2026; Active FX, the separate OTC FX service, moved to Hirose on 14 September. Older descriptions combining all three businesses no longer describe the current account.[1][4][5]
Self versus Support
| Term | Self | Support |
|---|---|---|
| Service | Self-directed online dealing | Dedicated adviser serviceSource 2Source 3 |
| Entry route | Open a Self account | Request a course change and complete the required processSource 2Source 3 |
| Ordinary Click 365 dealing | JPY 0 | JPY 1,100 per contract per sideSource 2Source 3 |
| Click 365 Large dealing | JPY 1,018 per contract per side | JPY 11,000 per contract per sideSource 2Source 3 |
| Account opening and maintenance | Free | FreeSource 2Source 3 |
Individual applicants must be adults resident in Japan and younger than 80, with Japanese-language communication and the required financial suitability. Corporate eligibility includes at least one year of registration in Japan and capital of JPY 1 million. Margin is Japanese-yen cash; securities are not accepted as collateral.[2]
2026 account migrations
| Business | Destination or retained service | Operational consequence |
|---|---|---|
| Japanese shares, investment trusts and NISA | SBI Securities, 13 October | Eligible balances and positions transferred; investment-trust recurring purchase settings require separate setupSource 4Source 5 |
| Active FX OTC trading | Hirose, 14 September | Cash and positions transferred, but pending orders did notSource 4Source 5 |
| Existing Hirose customers | Separate transferred LION FX account | New credentials; existing and transferred accounts were not automatically combinedSource 4Source 5 |
| Click 365 and Click Kabu 365 | Retained at Okasan | Excluded from the SBI securities transferSource 4Source 5 |
Markets and contract sizes
Sections ↑Current product families
| Service | Exposure | Venue |
|---|---|---|
| Click 365 | Exchange FX currency contracts | Tokyo Financial ExchangeSource 1Source 7 |
| Click 365 Large | Larger FX contracts in five pairs | Tokyo Financial ExchangeSource 1Source 7 |
| Click Kabu 365 | Index and commodity-ETF reference CFDs | Tokyo Financial ExchangeSource 1Source 7 |
Ordinary and Large FX contracts
| Feature | Ordinary contracts | Large contracts |
|---|---|---|
| Typical base-currency amount | 10,000 units | 100,000 unitsSource 7 |
| Exceptions to ordinary size | ZAR, NOK, HKD, SEK, HUF and CZK: 100,000 units | USD/JPY, EUR/JPY, GBP/JPY, AUD/JPY and EUR/USD onlySource 7 |
| Maximum single order | 500 contracts | 50 contractsSource 7 |
| JPY-pair Large minimum tick | Not the same across ordinary pairs | JPY 0.001: JPY 100 per contractSource 7 |
| EUR/USD Large minimum tick | See ordinary contract specification | 0.0001: USD 10 per contractSource 7 |
Commissions, swaps and margin
Sections ↑CFD commissions, tax included
Support-course CFD closing commissions are waived for same-day trades; Self-course same-day closes retain the normal rate. Position consolidation is free. Orders entered before a course change keep the previous course’s applicable charge. Spreads, swap accrual and CFD adjustments are separate from commission.[3][2]
Commission-only examples
| Trade | Calculation | Commission |
|---|---|---|
| One ordinary FX contract, Self, opened and closed | 0 + 0 | JPY 0Source 3 |
| One Large FX contract, Self, opened and closed | 1,018 × 2 | JPY 2,036Source 3 |
| One Nikkei 225 Micro CFD, Self, round trip | 30 × 2 | JPY 60Source 3 |
| One standard Nikkei CFD, Support, same-day close | 3,300 + 0 | JPY 3,300Source 3 |
Click 365 margin snapshot: 26–30 October 2026
| Contract | Individual base margin | Corporate margin |
|---|---|---|
| USD/JPY ordinary | JPY 63,310 | JPY 21,480Source 6 |
| EUR/JPY ordinary | JPY 70,870 | JPY 19,140Source 6 |
| GBP/JPY ordinary | JPY 83,900 | JPY 24,370Source 6 |
| AUD/JPY ordinary | JPY 44,040 | JPY 16,240Source 6 |
| EUR/USD ordinary | JPY 70,870 | JPY 18,310Source 6 |
The dated figures are per contract, not minimum account deposits. Margin is reviewed weekly and changes affect existing positions and outstanding orders. Individual normal-course choices are 25×, 10×, 5× and 2×; lower leverage requires more margin. Although an older course page describes 1×, the current dealing rules say it cannot presently be selected.[6][2]
Swap mechanics
| Feature | Treatment |
|---|---|
| Rate | Exchange-published single rate for the receiving and paying sidesSource 10 |
| Accrual | Determined by the change in settlement date; holidays can change the number of daysSource 10 |
| Typical three-day rollover | Often Wednesday into Thursday, subject to the settlement calendarSource 10 |
| Cash settlement | Two business days after the position closesSource 10 |
| Cross-currency amounts | Converted to yen; the conversion becomes fixed when the position closesSource 10 |
Trading systems and order handling
Sections ↑Order behaviour
| Order | How it works |
|---|---|
| Market IOC | Executes available quantity immediately; unfilled quantity is cancelledSource 8 |
| Limit | Execution at the limit or a better priceSource 8 |
| Stop | Trigger activates a market orderSource 8 |
| Stop-limit | Trigger activates a limit orderSource 8 |
| IfDone / OCO / IfDone-OCO | Linked entry and exit instructions with conditional activation or cancellationSource 8 |
| Trailing stop | Available as a standalone trigger order; not the same functionality as a linked IfDone/OCO orderSource 8 |
Capabilities that differ by interface
| Function | Availability |
|---|---|
| Core market, limit and linked orders | Rich client, web, smartphone, iPad and RSSSource 18 |
| Continuous orders | Web interfaceSource 18 |
| Quick orders | Rich client and RSSSource 18 |
| Position consolidation | Rich client, web, smartphone and iPad; not RSSSource 18 |
| Leverage, stop-out and alert settings | Rich client and webSource 18 |
| e-profit FX | Information tool, not an order-entry interfaceSource 18 |
Stop-out settings and exposure
| Customer | Stop-out | Alert |
|---|---|---|
| Individual | 50% default; selectable up to 100% | 70% default; must exceed the selected stop-out thresholdSource 2 |
| Corporate | 100% | 150% default; selectable up to 200%Source 2 |
| Execution | Checked approximately once per minute | Liquidation can include hedged positions and incur feesSource 2 |
Confirmed margin deficit
| Situation | Consequence |
|---|---|
| Deficit has been confirmed | New opening trades are restricted; closing remains possibleSource 9 |
| Sufficient cash arrives by 17:30 JST on a bank business day | Restriction can be lifted after confirmationSource 9 |
| Cash arrives after the cutoff | Release follows the next valuation processSource 9 |
| Prices recover above the required ratio | Recovery alone does not cure a previously confirmed cash deficitSource 9 |
| All positions are closed | Restriction is released on the following trading daySource 9 |
Stop-out is not a guaranteed execution price or a loss cap: a closed market delays liquidation and a gap can leave a cash shortfall. Large-contract streaming orders can also fail outside the selected tolerance or fill only partly when displayed quantity is insufficient.[2][7]
Deposits, withdrawals and internal transfers
Sections ↑Moving cash into and out of FX
| Action | Route | Important condition |
|---|---|---|
| Bank deposit | Dedicated account or instant online banking | Same-name funding onlySource 11 |
| Instant deposit | Mizuho, MUFG, SMBC, Rakuten, Docomo SMTB Net Bank or Japan Post Bank | Broker bears the instant-transfer feeSource 11 |
| Withdrawal | MyPage or trading system to the registered bank | Passkey authentication; available cash can fall before processingSource 11 |
| Cancelling an instant bank transfer | Not available after the transfer request | Check the amount and account before confirmingSource 11 |
Published instant-deposit maintenance, JST
Transfers between FX and CFD
| Rule | Current process |
|---|---|
| Instruction channel | MyPageSource 12 |
| Normal reflection time | Approximately 08:30 on a business daySource 12 |
| Cutoff | 06:55 Tuesday–Friday; 06:00 SaturdaySource 12 |
| US daylight-saving period | The stated times move one hour earlierSource 12 |
| Changing an instruction | Cancel and enter it againSource 12 |
| Sunday maintenance | 00:00–06:00 unavailable; email is not an instruction channelSource 12 |
Client money and account security
Sections ↑Protection is product-specific
| Protection | Scope |
|---|---|
| Exchange margin segregation | FX and CFD margin deposited with TFX is separated from exchange assetsSource 15 |
| Money awaiting transfer | Managed separately under the broker’s segregation arrangementsSource 15 |
| Investor compensation | Eligible securities-related CFD transactions may fall within JIPF coverage up to JPY 10 million per personSource 15 |
| Coverage limitation | Compensation concerns inability to return eligible assets, not trading losses; the CFD statement does not establish equivalent FX coverageSource 15 |
October 2026 authentication changes
| Change | Practical effect |
|---|---|
| MyPage launched 3 October | Replaces former comprehensive-securities-account administration for retained servicesSource 13Source 14 |
| Initial access | Old credentials followed by password reset and email verificationSource 13Source 14 |
| Passkeys from 10 October | Supported for login, withdrawals and account-detail changesSource 13Source 14 |
| Product separation | Passkey registration is required separately for FX and CFDSource 13Source 14 |
| Device authentication | Uses the registered device’s biometric or PIN mechanismSource 13Source 14 |
Support, outages and statements
Sections ↑Contact centre
| Channel | Details |
|---|---|
| Telephone | 0120-146-890; mobile users: 03-6386-4473Source 16 |
| Hours | Monday–Friday 08:00–17:00 JST, excluding public holidays and year-end closuresSource 16 |
| [email protected]Source 16 | |
| Email limitations | Not an order channel; account-specific instructions are restrictedSource 16 |
| Password recovery | Dedicated unlock/reissue forms; out-of-hours requests wait for processingSource 16 |
The published system-trouble policy still describes a telephone fallback expressly for domestic listed shares. It does not establish an emergency telephone dealing facility for the retained FX or CFD accounts. Email and fax are not substitute order channels. Check the order state before resubmitting after recovery to avoid duplicate exposure.[21]
FX account records
| Document | Where to obtain it |
|---|---|
| Annual profit-and-loss report | Web trading system: inquiry/report menu, choose the yearSource 17 |
| Annual transaction statement | The same report area; includes the year’s transactionsSource 17 |
| Use | Reconcile the reported trades and cash flows with your own records before preparing a returnSource 17 |
Automation and incentives
Sections ↑Automation is capable of placing trades
| Service | Authority | Control |
|---|---|---|
| RSS 365FX | Excel-based quotes and order functions | For personal use; redistribution and resale are restrictedSource 19Source 20 |
| QUOREA integration | Selected AI trading bots can execute orders | Separate third-party service agreementSource 19Source 20 |
| Signal de Order / Email de Order | TradingView or other configured signals can trigger orders | Requires supported third-party integration and API credentialsSource 19Source 20 |
| API-key lifecycle | Trading-password changes invalidate the key | A leaked key can enable unauthorised dealingSource 19Source 20 |
Revoking a connection is different from closing an open position. The published integration agreement does not promise that changing a password or invalidating an API key liquidates positions; reconcile exposure in the trading system after changing automation access.[20]
New-account Click 365 cashback
The qualifying window is the opening month and following month; one Large contract counts as ten ordinary contracts. No separate entry is required. Payment is scheduled late in the second following month, and closing the account or withdrawing all funds before payment can disqualify it. This is conditional cashback, not a reduction in margin requirements.[22]
Company and regulatory record
Sections ↑Operator and memberships
| Item | Record |
|---|---|
| Operator | Okasan Securities Co., Ltd. / 岡三証券株式会社Source 23Source 24 |
| Financial instruments registration | Kanto Local Finance Bureau (Kinsho) No. 53Source 23Source 24 |
| Corporate number | 5010001082560Source 23Source 24 |
| Registered location | 2-2-1 Nihonbashi Muromachi, Chuo-ku, TokyoSource 23Source 24 |
| Official register date | 30 September 2026Source 23Source 24 |
| Investor protection fund | Okasan Securities appears in the JIPF member list dated 14 September 2026Source 23Source 24 |
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
Okasan Securities Co., Ltd. (岡三証券株式会社)
No separate licence entry is recorded in this panel.
Account maintenance
Sections ↑The dealing rules permit closure after a broker-defined period without trading or after the final position has closed, but do not state a fixed public inactivity period in the reviewed rule. Reopening requires a new application. This closure provision should not be described as a verified monthly inactivity charge.[2]
Sources & further reading
- Current retained FX and CFD services Okasan Online · Accessed 26 Oct 2026
- Click 365 contract and account rules Okasan Online · Accessed 26 Oct 2026
- Self and Support fee comparison including tax Okasan Online · Accessed 26 Oct 2026
- SBI securities business transfer Okasan Online · Accessed 26 Oct 2026
- Active FX transfer to Hirose Okasan Online · Accessed 26 Oct 2026
- Weekly Click 365 margin requirements Okasan Online · Accessed 26 Oct 2026
- Click 365 Large contract specifications Okasan Online · Accessed 26 Oct 2026
- Click 365 order types Okasan Online · Accessed 26 Oct 2026
- Confirmed margin deficit handling Okasan Online · Accessed 26 Oct 2026
- Exchange FX swap accrual and settlement Okasan Online · Accessed 26 Oct 2026
- FX deposit and withdrawal methods Okasan Online · Accessed 26 Oct 2026
- Internal FX and CFD transfers Okasan Online · Accessed 26 Oct 2026
- MyPage launch and initial sign-in Okasan Online · Accessed 26 Oct 2026
- Passkey authentication from October 2026 Okasan Online · Accessed 26 Oct 2026
- Product-specific asset segregation and fund protection Okasan Online · Accessed 26 Oct 2026
- Contact centre and limits on email instructions Okasan Online · Accessed 26 Oct 2026
- Annual FX reports Okasan Online · Accessed 26 Oct 2026
- Platform function comparison Okasan Online · Accessed 26 Oct 2026
- RSS 365FX Excel trading interface Okasan Online · Accessed 26 Oct 2026
- Third-party automation and API-key agreement Okasan Online · Accessed 26 Oct 2026
- System trouble policy including legacy stock fallback Okasan Online · Accessed 26 Oct 2026
- Click 365 new-account cashback Okasan Online · Accessed 26 Oct 2026
- FSA financial instruments business register, 30 September 2026 Japan FSA · Accessed 26 Oct 2026
- Investor protection fund member list, 14 September 2026 Japan Investor Protection Fund · Accessed 26 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.